More on Apple’s challenges in the Chinese market, both in the past and going forward, and then why e-commerce companies are beating everyone else, both in China and the U.S. Then, why the China market is so attractive.
Morris Change, the founder of TSMC, is one of the most important tech figures in history. Then, follow-up on Microsoft-GitHub, Apple and the App Store, and Facebook and the New York Times. Plus, why Valve is getting platform control right.
Microsoft paid a lot for GitHub, because it had to pay directly for access to developers. It doesn’t have the leverage of users the way that Apple does on the App Store.
Reactions from the Code Conference interviews with Snap CEO Evan Spiegel and Microsoft President and Chief Legal Officer Brad Smith, plus a very problematic demand of Apple by the Russian government.
Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.
Adobe reached the logical endpoint of its digital ad build-out, but was the journey worth it? Then, news from the podcast world, and the potential resolution of the ZTE ban.
More on The Moat Map, and how it applies to Uber, YouTube, Spotify and the public cloud.
The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.
Tech’s two philosophies are also about the difference between platforms and aggregators, but even that has its own divisions. Amazon falls on both sides of the divide. Plus, why Walmart’s Flipkart purchase makes no sense.
Google and Facebook represent one philosophy, and Microsoft and Apple represent another; tech needs both, but ultimately platforms are more important than aggregators.